Zapier lists eight AI sales assistant tools for 2026

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From acquiring leads to following up with cold accounts to handling customer queries, sales teams have a lot to do. Like shooting guards coming off a pick on the perimeter, sometimes they need an assist to close the deal. (Don't check my basketball theory—I haven't played since eighth grade.)

AI sales assistant software uses machine learning, predictive analytics, generative AI, and smart automation to do all the above and more, helping sales teams reach goals quicker than a small forward on a fast break.

Ready to add AI to your sales workflow? I tested dozens of AI sales tools to come up with the best options. Here are my picks.

The best AI sales assistant software

• RegieGO for an AI sales tool suite
• Avoma for sales meetings
• Zapier for secure AI automation
• Clay for scraping lead data
• Lavender for email coaching
• Fireflies for small businesses
• Donna for field sales
• Sybill for closing deals

What makes the best AI sales assistant software?

How we evaluate and test apps

Our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. Unless explicitly stated, we spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. We're never paid for placement in our articles from any app or for links to any site—we value the trust readers put in us to offer authentic evaluations of the categories and apps we review. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.

At a basic level, AI sales assistant software should enhance some element of the sales process using artificial intelligence. But with such a broad definition, you could make a case for just about any AI tool to be considered a sales tool since salespeople use more than just sales-specific tools. So, to narrow the scope, I selected software that ticks all the following boxes:

• Core AI features: First and foremost, AI should be the driving feature. I found that a lot of apps marketed as being "AI" solutions are really just automation tools. That means they don't apply machine learning to make decisions without user input but instead automatically execute actions based on triggers predetermined by the user.
• Sales process assistance: These tools should use AI to handle some specific element of common sales processes. That tends to play out into a few general fields: lead acquisition, outreach, and communication.
• Standalone functionality: AI features are now practically an expectation for software suites like CRMs, ERPs, and project management platforms. The AI sales tools I picked stand on their own without a parent platform. That's not to say you shouldn't use the AI tools in your other apps—you should. It's just that this list is showing off some more niche options for the rest of your sales processes.
• Integration capabilities: Lastly, these apps should be able to integrate with other software to fit seamlessly into existing sales workflows.

Before getting into the paint (last ill-informed basketball reference, I promise) with my picks, one last caveat. Even with this narrowed scope, there are still thousands of AI tools that could fit the bill. With new AI apps and features being released every day, I couldn't test every single option—but I did my best.

The best AI sales assistant software at a glance

Best AI sales tool suite

RegieGO (Web)

RegieGO pros:

• Huge suite of generative and analytical AI tools geared toward sales
• Handles every phase of outreach management and sales automation

RegieGO cons:

• Limited integrations

The most dynamic tool on this list, RegieGO is basically an all-inclusive hub for using AI to manage outreach. Think of it like a mini AI CRM.

RegieGO's got scheduling features, email sequencing, generative AI for writing emails, and so much more. Here are a few of my favorite RegieGO tools:

• Email verification for checking lead contact information
• A power dialer with call script generation
• Personalization for adapting outreach to individual prospects
• AI agents that warm up leads to prepare them for calls
• Automated to-do list that creates an outreach schedule for you and directs you to AI agents that help you act on it

RegieGO packs more unique AI sales features than any other tool I tested into a very simple dashboard. You can use its autopilot AI agents to handle campaigns from top to bottom, from automated prospecting to copywriting to sequencing. It even handles inbound emails, while most other AI emailers start and end with outbound.

There are some advanced AI capabilities RegieGO doesn't offer, like chatbot or virtual receptionist deployment, but I wouldn't expect it to. RegieGO wraps a lot of features covered by separate tools on this list into one tool, so if you're looking for one product with a lot of AI sales utility, this is the one for you.

RegieGO pricing: Free plan available for up to 250 one-time-use credits; paid plans starting at $49/month

Best AI sales assistant for sales meetings

Avoma (Web, iOS, Android)

Avoma pros:

• AI-powered meeting performance scoring
• Intelligent topic detection, live bookmarking, and keyword tracking
• Over 20 integrations

Avoma cons:

• Key AI features, like AI scorecards, are only available with the Conversation Intelligence or Revenue Intelligence add-ons

There are a ton of AI meeting assistants out there, but Avoma stands out as one of the best-suited options for sales use cases.

Avoma's basic utility is to streamline virtual meeting collaboration. To do this, it offers a suite of AI-powered tools for scheduling, contact management, CRM integration, transcriptions, post-meeting summaries, topic detection, and keyword-based bookmarking. These features alone are handy, but Avoma combines them with intelligent analytics based on user activity and conversions, which can then link to your CRM of choice to update sales data.

As a sales tool, Avoma is especially useful by providing insights into sales meetings with its coaching, AI scorecards, and analytics features (available with Conversation Intelligence and Revenue Intelligence plans). Using machine learning, it shows you how agents perform during meetings based on your own criteria for success. You can see if agents do things like inquire about the prospect's current software setup, the prospect's role, or how much they spend on their tools.

Users should find Avoma's dashboard pretty familiar and easy to navigate. It's got a clean interface, interactive charts, and embedded video feeds. There are a lot of AI meeting assistants out there that can help with scheduling and transcripts, but not a lot of them have the kind of AI intelligence utility Avoma offers for sales teams.

As a bonus, Avoma integrates with Zapier, so you can connect your sales assistant to the rest of your stack. Do things like automatically sending recordings to Slack, or securely fetch your Avoma data right from your AI chat window.

Avoma pricing: From $29/recorder seat/month; Conversation Intelligence and Revenue Intelligence add-ons each cost an extra $35/seat/month

Best AI sales assistant for secure AI automation

Zapier

Zapier pros:

• Connects your AI sales tools to 9,000+ apps
• Works with Claude, ChatGPT, Cursor, and every major agent harness
• OAuth-managed connections; your credentials never touch the model

Zapier cons:

• Not a standalone sales tool—it's infrastructure that powers your other tools

If the other tools on this list are the players, Zapier is the locker room, where everyone connects and comes together. Every other tool here does one thing really well, but Zapier is what makes them all talk to each other and actually take coordinated action across your stack (Ted Lasso-esque speech optional).

How you install Zapier with your AI depends on how your team prefers to work. You can build traditional, AI-powered automated workflows in the visual drag-and-drop editor. And Zapier MCP lets you connect Claude or ChatGPT directly to your apps so you can take action in your tools by just asking your favorite AI chatbot to do it. Say you get a new lead through Facebook Lead Ads. You can have Claude summarize that lead, cross-reference it against your CRM in HubSpot, and fire off a Slack notification to your rep automatically. No matter your access point, Zapier gives your AI safe, governed access to 9,000+ pre-built integrations.

Zapier manages OAuth for every connected app, which means your credentials never get passed to the AI model itself. It's the kind of thing you don't think about until something goes wrong, but with Zapier, it doesn't.

Add Zendesk, Notion, or any of the other 9,000+ apps on the list, and the same logic applies. The heavy lifting—like auth, app connections, and governance—is already handled. That means that, in addition to lead management, Zapier can help you streamline your inbox, create content, manage projects, support customers, track expenses, and wrangle your schedule—all from one place.

Zapier pricing: Free plan available; paid plans from $19.99/month

Best AI sales assistant for scraping lead data

Clay (Web)

Clay pros:

• Quickly crawls 150+ sources for custom lead reporting
• Tons of data enrichment features
• Integrated AI copilot and agents

Clay cons:

• Accuracy may be subject to the quality of databases
• High learning curve

Prospecting can be one of the most time-consuming, monotonous tasks for sales teams that do cold outreach, but Clay uses AI to make all that manual Googling a thing of the past.

Clay integrates with more than 150 data providers to compile spreadsheet-style lead lists customized to meet your data needs. When you start a new list, you can create a natural language prompt with details about your target leads, like job title, experience level, bio/headline keywords, and education. With your parameters set, you can select the depth of information you want to pull. Basic profiles with no contact info are free, but you'll need credits to have Clay search for email addresses using a "waterfall" tactic of cycling through multiple data enrichment services in succession.

I haven't actually tested the emails (sorry, I won't be cold emailing Microsoft's Product Manager), but Clay's success rate of getting even personal email addresses is pretty solid. One of Clay's data provider accuracy tests for personal emails fetched addresses for 53% of the test records, and 43% of the total records had an accurate result. And once you have your table, you can even enrich it by using scrape and search commands like "Find recent posts by user" and "Find company competitors," allowing you to present a really wide range of data in your spreadsheet.

Clay even has its own built-in AI bot, Sculptor, which you can use to interact with and improve your data. You can select columns in your spreadsheet and ask it to do things like tell you if X company is B2B or generate outreach email copy based on personas. And for repeatable tasks, you can set up an AI column or Claygent (AKA Clay agent) to automatically perform prospecting, scoring, or copywriting.

Clay is one of the most robust tools for building prospect data, with a really impressive array of data enrichment tools. Its many AI tools have a high learning curve, but if you can master them, you'll be able to automate a lot of your prospecting and outreach.

Another huge bonus: you can integrate Clay with Zapier, which lets you connect it to thousands of other apps. That way, you can do things like create or update records in Clay when you take actions in the other apps you use most. If you already check your prospecting data in an AI assistant like Claude or ChatGPT, you can even use Zapier MCP to fetch your Clay records without leaving the chat. Learn more about automating Clay.

Clay pricing: Free plan available; paid plans from $185/month

Best AI sales assistant for email coaching

Lavender (Web)

Lavender pros:

• Tracks email performance data and offers coaching insights
• Syncs with a browser-based dashboard
• Integrates generative AI and engagement suggestions into your blank email

Lavender cons:

• May slow down your browser slightly
• Somewhat distracting presence in inbox

If you're a sales agent and your inbox is essentially your digital cubicle, Lavender could become your new best (work) friend. AI email assistants are a dime a dozen, but for sales purposes, Lavender is a pretty unique offering.

Operating as a browser extension, Lavender syncs with your inbox to feed a suite of sweet AI email tools. Premium users can use the Start My Email feature to turn bullet points into new messages, and even free plan users can tap the integrated AI bot to compose them on the fly. Lavender even offers suggestions for the output copy within the bot's conversation feed, which you can apply with the click of a button and have it regenerated.

Once you've got a message in your email, Lavender's Email Coach feature shows you detailed scoring metrics, so you can see how to make it more likely to engage your leads. It's even got a personalization assistant to help you give it that (pseudo) human touch. And with more and more users engaging with email on mobile devices, Lavender's mobile preview window is a handy way to ensure your message renders well on all devices. Because I love spending too much time finding just the right GIF, I also love the little GIF finder, but that's really more of a bonus perk.

What makes Lavender especially useful on a team level is its dashboard. As long as the extension is activated, Lavender tracks your email activity, which feeds data into your profile. When you log in on a browser, you can see performance metrics like writing clarity, common readability issues, open rate, and reply rate. From there, the coaching interface helps you find ways to improve your email writing skills and hit KPIs.

Lavender also has a prospecting and outreach bot called Ora that I haven't fully tested (still not trying to cold email anyone). The idea is you upload a list of leads, you train Ora on your inbox, and then you tell it to write emails. Ora is much more expensive than Email Coach, so it might not be in every team's budget, though.

Even though I don't work in sales, I use Lavender sometimes. This is one of my favorite tools on this list and my pick for the top AI email companion for sales teams.

Lavender pricing: Free plan available; paid plans starting from $29/month; Ora is $500/agent/month

Best sales AI software for small businesses

Fireflies (Web)

Fireflies

Fireflies pros:

• Affordable all-in-one suite for light admin support, outreach, meetings, and sales coaching
• More than 200 AI skills you can run against any recorded call

Fireflies cons:

• Not as strong as more expensive options
• Not a heavy sales focus

You might already know Fireflies as an AI meeting assistant or "Sandra's notetaker" that asks to be invited to all of your video chats. But that's not the main reason it makes this list, even though that part of the tool does work well. I included it because of its recent addition of multiple AI sales assistants, which makes it an affordable, all-in-one pick for small businesses.

Outside of meetings, two of the new AI tools add light admin and outreach support. The Personal Assistant keeps track of your tasks and preps you for meetings to keep you organized throughout the day. Meanwhile, the Email Assistant labels incoming emails and drafts outgoing messages.

And inside of Fireflies' already established meeting tool, you can run more than 200 AI skills that analyze a conversation and act on it. Some of them, like the BANT skill, catch sales signals. Others, like the discovery call scorecard skill, give each call a sales coaching post-mortem. Only about 20 to 30 of the skills directly relate to sales, but there are also productivity skills that could come in handy for salespeople.

On top of all those features, you can connect Fireflies to Zapier to connect it to 9,000+ other apps, including everything in your sales stack. You could, say, create an automation that adds the output from a Fireflies skill to relevant notes in Notion. Or you could ask for an overview of your recent meetings directly from your preferred AI tool. Learn more about how to automate Fireflies.

Fireflies pricing: Free plan available; paid plans starting from $18/seat/month

Best sales assistant AI for field sales

Donna (Web, iOS, Android)

Donna

Donna pros:

• Hands-free conversational AI for sales teams on the field
• Able to record both in-person and virtual meetings

Donna cons:

• Hidden (and probably expensive) pricing
• Best suited for field sales teams

My favorite character from the TV show Suits is Donna, the red-headed, confident, and capable admin, and one episode has her talking to an AI based on her. Donna the app—the one I'm recommending right now—is also a super-organized AI, represented by a red-headed woman. The jury's out on whether this tool is one big Suits reference, but either way, it's earned its spot on this list as a staple for field sales teams.

Donna is voice-first, so you can call it, text it, or make a voice note while you're on the road. It also gives you the option to record in-person meetings (with every attendee's permission). As you travel among sites, you don't have to write down a single word if you don't have the time to.

Since Donna connects to your CRM and popular tools like Google Calendar, it can then pass the info along to the rest of your tool stack. So, for instance, it can send meeting notes to your prospect's HubSpot records. The integrations also flow the other way around, meaning Donna can pull details from your records to brief you on a meeting during the trip over.

Wherever you are, Donna acts on your data to help you make smarter sales decisions. It'll flag any sales opportunities you missed or coach you for an upcoming meeting with a live role-play. And every Friday, it'll send your team a recap of your market's updates in a podcast or newsletter.

Donna is one of those tools with the pricing hidden behind the "Book a Demo" button, so you can probably expect a high price tag, and it's very clearly geared for field sales teams only. But if you have a big field sales team, neither of those potential downsides is likely to bother you.

Donna pricing: By request

Best AI sales assistant for closing deals

Sybill (Web)

Sybill

Sybill pros:

• Learns from real deal outcomes
• Summaries, briefs, follow-ups, and CRM autofill don't use credits

Sybill cons:

• Not built for prospecting

A lot of the tools I tested focused on the early stages of sales, especially prospecting and outreach. As a former freelancer, I get why someone would want to automate those tasks—not my favorite parts of the process. But I wanted to make room on this list for tools that cover other sales tasks, and that's why Sybill is here: it focuses specifically on closing deals.

It works by building a context graph—basically a map of how your buyers, products, playbooks, deals, and reps all connect—which gets updated after every interaction. Everything that you add to the context graph stays in Sybill's memory, so it can advise you on what to do next time. Let's say you have a prospect who's been interested in your product for a while but always seems to pass. You could ask Sybill for recurring themes in those rejections to build a better pitch.

Sybill can also act on that knowledge for you with summaries, CRM autofill, briefs, and tasks. The first three features don't use any of your plan credits, so you can stay organized in your sales processes. And the tasks, which do use credits, automate actions like email outreach. If you’d prefer to go through your Sybill data in your AI assistant, Sybill also offers an MCP.

Sybill pricing: Free plan available; paid plans starting from $36/month

Bonus AI sales tools

Since there are just way, way too many applicable AI tools I could conceivably test (without using AI to do it for me), I've rounded up some of the more popular products that didn't quite fit my list but are definitely worth a look.

• BHuman: AI video tool for creating presentations, quote requests, and demos
• Vidyard AI Script Generator: Convenient tool from Vidyard that creates sales scripts you can use during meetings
• Demodesk: Creates product demos for leads and includes an AI coaching assistant
• Crystal: Analyzes the personalities of prospects and gives you tips for interacting with them based on their traits

General AI tools that can help sales teams

In addition to AI sales assistants, there are virtually infinite general AI products out there that can be useful to sales teams, even if they aren't expressly designed for sales. Most of these tools fit into a handful of more general AI tool classes that could also have useful applications for sales processes:

• AI writing generators that create original copy, content, messages, and other text
• AI chatbots that use AI to respond to user prompts and do things like answer questions, generate text, and paraphrase copy
• AI meeting assistants that enhance meetings by generating transcripts, annotating recordings, and providing insights
• AI video generators that create and edit videos using AI
• AI scheduling assistants that manage calendars, set meetings, and resolve scheduling conflicts
• AI chatbot builders that help you create chatbots tailored to your business
• AI project management tools that streamline project and task management to maximize productivity
• AI presentation builders that leverage AI to structure, design, and generate content for presentations
• AI email assistants that help you draft emails, organize your inbox, and get you to__zero__ faster

Automate your AI sales assistant software

I've said it twice in this post, and I'll close by going for three (sorry, actual final basketball reference): you can use just about any AI tool for some portion of the sales process. If there's a tool you'd expect to see on this list that isn't, I either tested it and didn't think it was the best in its class or it just isn't a pure AI sales assistant by my criteria.

No matter which products you pick from (or not from) this list, you can make them do even more by automating them to work with other tools in your workflows. Zapier helps sales teams build flexible workflows across 9,000+ apps. And if you're working in Claude or ChatGPT, Zapier MCP lets your AI assistant take direct action across your sales stack without handing it the keys to your CRM. You get governed access to the same apps your team already uses, with no credentials exposed.